Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 8,593
Value: $1.80M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,593	$1.80M	0.1%	−225−2.6%	Reduced	Holders
Q1 2026	8,818	$1.45M	0.1%	−1,125−11.3%	Reduced	Holders
Q4 2025	9,943	$1.77M	0.1%	−382−3.7%	Reduced	Holders
Q3 2025	10,325	$1.64M	0.1%	+461+4.7%	Added	Holders
Q2 2025	9,864	$1.39M	0.1%	−2,836−22.3%	Reduced	Holders
Q1 2025	12,700	$1.48M	0.1%	−1,838−12.6%	Reduced	Holders
Q4 2024	14,538	$1.83M	0.1%	−152−1.0%	Reduced	Holders
Q3 2024	14,690	$1.53M	0.1%	+1,803+14.0%	Added	Holders
Q2 2024	12,887	$1.25M	0.1%	+511+4.1%	Added	Holders
Q1 2024	12,376	$1.17M	0.1%	−242−1.9%	Reduced	Holders
Q4 2023	12,618	$1.18M	0.1%	+3,066+32.1%	Added	Holders
Q3 2023	9,552	$780.1K	0.1%	−9,720−50.4%	Reduced	Holders
Q2 2023	19,272	$1.65M	0.2%	−584−2.9%	Reduced	Holders
Q1 2023	19,856	$1.74M	0.3%	−2,487−11.1%	Reduced	Holders
Q4 2022	22,343	$1.90M	0.3%	+2,714+13.8%	Added	Holders
Q3 2022	19,629	$1.55M	0.4%	−1,326−6.3%	Reduced	Holders
Q2 2022	20,955	$1.59M	0.4%	+276+1.3%	Added	Holders
Q1 2022	20,679	$1.81M	0.4%	+391+1.9%	Added	Holders
Q4 2021	20,288	$1.99M	0.4%	+6,060+42.6%	Added	Holders
Q3 2021	14,228	$1.39M	0.4%	+382+2.8%	Added	Holders
Q2 2021	13,846	$1.27M	0.3%	+2,438+21.4%	Added	Holders
Q1 2021	11,408	$886.0K	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.